AA

Ancora Advisors Portfolio holdings

AUM $4.99B
1-Year Est. Return 19.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.78B
AUM Growth
+$275M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,042
New
Increased
Reduced
Closed

Top Buys

1
+$40.1M
2
+$20.7M
3
+$14.3M
4
MDU icon
MDU Resources
MDU
+$12.2M
5
AQN icon
Algonquin Power & Utilities
AQN
+$10.2M

Top Sells

1
+$10.9M
2
+$7.35M
3
+$6.49M
4
VVV icon
Valvoline
VVV
+$5.97M
5
PLAY icon
Dave & Buster's
PLAY
+$4.46M

Sector Composition

1 Industrials 21.76%
2 Technology 11.94%
3 Consumer Discretionary 7.97%
4 Financials 7.69%
5 Materials 7.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1851
– –
-100
1852
– –
-14
1853
– –
-47,240
1854
– –
-1,364
1855
– –
-50
1856
– –
-70
1857
– –
-100
1858
– –
0
1859
– –
0
1860
– –
-7,136
1861
– –
-30
1862
– –
-21
1863
– –
-27
1864
– –
-1,464
1865
– –
-100
1866
– –
-15
1867
– –
-16,590
1868
– –
-100
1869
– –
-31,310
1870
– –
-575
1871
– –
-820
1872
– –
-28
1873
– –
-155
1874
– –
-200
1875
– –
-16
72 73 74
75
76